Opportunities, calculations, prices, conditions, quotations and contracts under control
Sofon Guided Selling supports the generation of contract documents. However, entering into a contract means committing oneself to future obligations. The logical manner in which Sofon enables you to lay down all of these obligations in a contract makes managing the concluded contracts just another minor step.
Contracts under control
Sofon Guided Selling enables you to keep a record of all the contracts you have concluded. The features of the contract, such as the date of commencement and the duration, can be recorded with each contract. All the obligations arising from the contract can also be adopted flexibly into contract management. There is no limit on the number of contract features or their characteristics. Contracts can also be linked hierarchically.
If a contract relates to delivered goods, such as a machine, these so-called installations can be recorded, together with their features. The installations can then be linked to the maintenance contract, for example. Therefore, from the installation, you can see which maintenance agreement applies, and from the agreement you can determine which installations are being referred to.
If the contract contains obligations that can be planned before they arise, these obligations (for example, preventive maintenance) can be scheduled and allocated to the people or roles responsible in advance in Sofon.
If the contract contains obligations that cannot be planned before they arise (for example, a repair request), so-called service calls can be recorded and translated into a service action.
Long term customer case file management
When it comes to more complex contracts – such as mortgages or group pensions – Sofon supports the recording and maintenance of cases and case features. This enables you to record what action must be taken if a certain change arises and which person or department is responsible to carry out the action. In the case of a mortgage this might relate to a person moving house, and in the case of a pension contract, this might relate to a person reaching pensionable age. Users themselves can model cases, case features and associated workflows in Sofon in a complete and flexible manner.